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Praneeth P Pre-populate Shipping Address on Opportunity from Account
How to pre-populate the shipping address on the Opportunity from the Account?
As soon as the user clicks on New Opportunity, the shipping address from Account should pre-populate on the Opportunity Shipping address and this should be editable before saving.
As soon as the user clicks on New Opportunity, the shipping address from Account should pre-populate on the Opportunity Shipping address and this should be editable before saving.
To achieve this, you first need to either override the New Opportunity button with a visualforce page or create a new button for opportunity and remove the standard button from layout.
After that using the URL hack approach you can pre-populate shipping address (I guess custom field on Opportunity) with Account's Shipping address.
For more infor on URL hackings, refer this:
http://www.salesforceben.com/salesforce-url-hacking-tutorial/
Let me know, if you need any other help.
Thanks,
Neetu
All Answers
To achieve this, you first need to either override the New Opportunity button with a visualforce page or create a new button for opportunity and remove the standard button from layout.
After that using the URL hack approach you can pre-populate shipping address (I guess custom field on Opportunity) with Account's Shipping address.
For more infor on URL hackings, refer this:
http://www.salesforceben.com/salesforce-url-hacking-tutorial/
Let me know, if you need any other help.
Thanks,
Neetu
Thanks for your reply. Wow! now, it makes so much sense. I am working on the URL Hack (trying for the first time ever). Hope it works! Will keep you posted about the progress.
I have sames issue ,Please let me know how did you solved this issue, It will be really helpful
Thanks
Priya